This .xls spreadsheet was designed to make it easy to calculate total and average annual ROI for rental property investments. All the assumptions exist on a single tab for easier use and sensitivity analysis on key variables.
The template will be immediately available to download after purchase. This spreadsheet is also part of the real estate financial models bundle.
Update: The maximum analysis period was extended from 10 years to 30 years.
All return metrics and the DCF Analysis are broken up between a leveraged scenario and unleveraged scenario. Unleveraged just means no debt financing or debt service included in the cash flow.
Assumptions:
- Purchase Price
- Percentage of Purchase Price Financed
- Renovations
- % of Renovations Financed
- Hold Period (in years up to 30 years)
- Exit cap rate and selling fees
- Monthly rent and rent increase
- Monthly expenses and expense increase
Output Return Metrics:
- Levered Total Cash-on-Cash return
- Periodic Cash-on-Cash return
- Average Annualized Cash-on-Cash return
- Unlevered Total Return-on-Investment
- Periodic Return-on-Investment
- Average Annualized Return-on-Investment
- NPV (levered/unlevered) based on defined discount rates
- Visualizations for cash flow
- Multifamily Investment Analysis (up to 4 properties/refi logic/CF waterfall with IRR hurdles)
- Short-term Rental Scaling Financial Model